Capital Design Private Wealth provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and retirement plans. For investment management, Capital Design creates a customized portfolio strategy based on the client's goals, risk tolerance, and financial situation, using low-cost, diversified mutual funds and ETFs. Financial planning services include preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. Capital Design also offers a three-tiered advisory service model with varying levels of engagement.
Assets Under Management$96M
Clients264
Advisors2
Avg. per Client$360K
Avg. per Advisor$48M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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